Elite-Pro Wealth Advisors provides investment management services, offering advice on various asset classes like stocks, bonds, and mutual funds. Services are tailored to individual client needs, considering their investment objectives, risk tolerance, and income needs. The firm exercises discretionary authority over client investments, managing accounts without prior consultation after establishing investment objectives and asset allocation.
Assets Under Management$100K
Clients15
Advisors1
Avg. per Client$6.7K
Avg. per Advisor$100K
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.28% |
| $500K - $1.0M | 1.09% |
| $1M+ | 0.89% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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